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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,272 | $202,342-77.1% | $172,753-73.2% | $152,909-69.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 0.58% | 1029.88%-1029.3pp | 803.00%-802.4pp | 345.46%-344.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,229 | $5,948-28.9% | $5,198-18.6% | $5,851-27.7% |
| Admin fee / account holder | $2,395 | $17,112-86.0% | $13,956-82.8% | $11,601-79.4% |